B Taxes ~ AUG 21 2 ~ 91 941
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V MB Ho 7545-0052 Form ~ fnt'tturn of Private Fot]!!iciafwn 990-PF or Section 4947(a)(1) Nonexempt Charitable Trust DepatmmtallneTressry Treated as a Private Foundation Manias Rmsiua sake Note The organization may be able to use a copy of this ietum to sahsly state repor LUOZ Forcalendar Year 2002.ortexYear becmmna APR 1 . 2002 .andendmo MAT Name of organization Employer number Use the IRS Identification label otherwise, OCH FOUNDATION INC . »-ioo» print NumEsir and street (v P 0 DOa numUt it mYl is not ENrveW to street aculress) hiynt- B Telephone number °'hpe 2830 NW 41ST STREET SUITE H lJ7L/J/J-/Y71 Sea Specific town, u uanotim mo1raoon is onaoo clien, has Instructions City or state, and ZIP code Mil. El AINESVILLE FL 32606-6667 t Foreign organizations, check here No. Foreign vpani~t~onsmsstinpVie85%imt , H Check type of organization Ex] Section 501(c)(3) exempt private foundation Cnq~ nIa ana attach computabm If private foundation status was terminated I Fair market value of all assets at end of year J Accounting method LXJ Cash U Accrual under section 507(6)(7)(A), check here "0 (from Part II, col (c), line 16) EDOther (specify) If the foundation is in a 60-month termination S 10 9 8 7 2 5 7 9 . (Pan i, column (d) must be on cash bass under section 507(b ) 1 )~B), check here Part I Analyse of Revenue and Expenses (a) Revenue and (b) Net investment (d) oisou« .nte (rlistotyof emounisinrowmns(tA(c)ana(a) ay hot (c) Adjusted net for cnameis,o~ nxwIlYeuame mountainmWmnlal) expenses per books income income 1 Contributions, gins, grants, etc, received 9 , 3 69 . eh~iii, E-1 d mehuoGVIaolsnairt0olrt7b1=nSuh B 2 Distributions from SPIll-Interest trusts interest m wLny, and t~o« 3 wninveavnenta .r 799 . 79 ' 4 Dividends andinterest from securities 2 , 632 , 155 . 2 .632, 15 5a Gross rents b Mn renw nmma « Posy) 1 ~'napma)rtomWaoiaaxtnmtm sa Ne 2 , 023 , 569 . b GosssalmSince laall j assets, 8- , 8-61 . 8 10 . 0 Q j Capital own nit incane (ion, Pat IV line 7) 2 , 023 , 56 8 Net short-term capital pain 9 Income modifications Gross rewma O 10t and all=auwnnco b Lass Coat of goods wid e Gross profit or (loss) 11 Other income 2 5 739 . 12 Total Addlines tthrough ll 4 , 691 , 631 . 4 656 52 13 comoens++loh o1 om.s a..nas "mad, WC 117 841 . 31 81 14 Other employee saunas and wages 117 091 . 2 3 41 C 15 Penswn plans, employee benefits 9 4 751 . 21 19 leaLegaIll ees STMrP 7 , 837 . 3 , 91 b Accoun no fee `+EIVLSMMT 14 , 600 . 1-3 , 87 e Other p fe V 17 Interest ,B Taxes ~ AUG 21 2 ~ 91 941 . 19 Deprea :~o anddepieticr ~ 1 048 . E 20 Occupa cy OGD °a 21 Travel , 6ofawannot and m- il ; 19 160 . 7 , 54 q 22 Printing and publications 13 637 . 3 4 0 2s Other expenses STMT 6 174 950 . 121 . 29 m 21 Total operating and administrative expenses Add lines l3through 23 652 856 . 226 47 X 25 Contributions, pills, grants paid 8 288 221 . 26 Total expenses and disbursements Addlines 24and25 8 . 941 077 . 226 47 27 Subtract line 26 ham line 12 i Eacasv of rwanue over "Painess and disbiallearnantis <4 .249 446 .> b Net investment income of nsoom. enter a ) - 4,430 .04 B -i-3-b3 LHA For Paperwork Reduction Act Notice, see the instructions Farm 990-PF(2002) l 1 n '7C1 l1'7')A 'lOOAl1^I Sl11 'lAA 711!1'1 !1[!1!1(1 V!1~v 4/1T77.Tf1Tm7n7,7 TwT~ CA'I'lAA 1 form 990-PF if I 2 WmbCUOamounts mNeEeYnphOn nninp of year " End 0l peg p Balance Sheets column 7noom be kF end aliG[ amoonif gory Book Value (DI Book Value 1 Cash-non-interest-bearing 2 Savings and temporary cash investments 3 Accounts receivable Ii Less allowance for doubtful accounts 4 Pledges receivable Less allowance for doubtful accounts 5 Grants receivable 6 Recerrables due hum officers, directors, trustees, and other disqualified persons 7 0mismonstandusads; receivable Pa . Less allowance for doubtful accounts Ii r 8 Inventories for sale or use Hn 9 Prepaid expenses and deferred charges a 10& Investments U S and state government obligations STMT B b Investments-corporate stock STMT 9 c Investments-corporate bonds 11 Investments una,ouaampsanaeamomrnreavs Less jamouradus deprecation 12 Investments - mortgage loans 13 Investments - other 14 Land,bwldinps,andequipmenlbasis " 272 , 74 Leuaccumulated deprecation " 272 .74 15 Ocher asses (describe 17 Accounts payable and accrued expenses 18 Grants payable y 19 Deterred revenue - 20 Loam nom officers avectus trustesa and oms auwaiirw oe~ns n 21 Mortgages and ocher notes payable J 22 Other liabilities (describe )a. Organizations that follow SFAS 117, cheek here " LX,f and complete lines 24 through 26 end lines 30 and 31 21 Unrestricted A 25 Temporarily restricted m 26 Permanently restricted Organizations that do not follow SFAS 117, check here 111111,71 and complete lines 27 through 31 a 27 Capital stock trust principal, or current lands ,~, 28 Paid-in or capital surplus, or land, bldg , and equipment fund 29 Retained earnings, accumulated income, endowment, or other funds z 30 Total net aseeh or land balances Part III Analysis of Changes in Net Assets or Fund Balances t Total net assets or fund balances at beginning of year - Part II, column (a), line 30 (must agree with end-ol-year figure reported on prior year's return) 2 Enter amount hum Part I, line 27a 3 Other increases not included in line 2 (itemize) Ii 1 Add lines 1, 2, and 3 5 Decreases not included in line 2 (itemize) 6 Total net assets or fund balances at end of year (line 4 minus line 5) Part II, column (b), line c. 990-PF 223511 R00=1 of aaa3 Z n7 Sin~~~ r7ooA n-7 cni~~~ -)nn,) ncnnn vnnv onrnmrmrnwT rwtn C!1'I'7AA 1 Form 990 PF r 3 iv I capicau oams ana posses for i ax on investment income (a) List and describe the kinds) of property sold (e g , real estate, (e? Date acquired (d) Date sold 2-story brick warehouse, or common stock 200 shs MLC Co ) mo,day,yr) I (mo,day,yr) 3E ATTACHED STATEMENT 3E ATTACHED STATEMENT (e) Gross sales price (~ Deprecation allowed (p) Cost or other basis (h) Gam or (loss) (or allowable) plus expense of sale (e) plus (Q minus (g) for assets in column (h) and owned by the foundation on 12/31/69 (1) Gams (Col (h) pain minus (j) Adjusted basis (k) Excess of cot (i) cot (k), but not less than -0-) or (i) F M V as of 12!31/69 as of 12l31B9 over cot (1), d any Lasses (from cal (h)) 2 Capital gain net income or (net capital loss) l If (loss),lenter~-0- in Partly!line 7 1 3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6) If gain, also enter in Part I, line 8, column (c) If (loss), enter -0- in Pan I, line 8 1 rart v I uuauncanon unifier section at1auje) ror rceaucea i ax on net mve (For optional use by domestic private foundations subject to tie section 4940(a) tax on net investment income ) II section 4940(4)(2) applies, leave this part blank Was the organization liable for the section 4942 tax on the distributable amount of any year in the base period? 0 Yes [2:1 Na 1 Enter the for each year, see instructions before making any entries (b) 10 Adjusted qualifying distributions Net value of noncharitable-use assets 2 Total of line 1, column (d) 3 Average distribution ratio for the 5-year base period - divide the total on line 2 by 5, or by the number of years the foundation has been in existence it less than 5 years 1 Enter the net value of noncharitable-use assets for 2002 from Part X, line 5 5 Multiply line 4 by line 3 6 Enter 1% of net investment income (1% of Part I, line 27b) 7 Add lines 5 an0 6 8 Enter qualifying distributions from Part J(II, line 4 If line B is equal to or greater than line 7, check the box in Part VI, line 1h, and complete that part using a 1 % tax role See the Part VI instructions zzuzwi zaa3 F~ 990-PF (zmx) 3 11'7C I l1'I7A 700Af1'7 Cl1l '!AA 7!1!17 llGflflfl V!1l+V 4/1TiwmAmTllf7 71dO Cl1l'7AA 1 on or 4V45 - see 1e Exempt operating foundations described in section 4940(d)(2), check here " U and enter VA' on line 1 Date of ruling letter (attach copy of ruling lever d necessary-tee instructions) b Domestic organizations that meet the section 4940(e) requirements in Pan V, check here 10,E] and enter 1x of Pan t, line 276 e All other domestic organizations enter 2°/. of line 27b Exempt foreign organizations enter 4% of Pan I, line 12, cot (b) 2 Tax under section 511 (domestic section 4947(a)(1) trusts and ramble foundations only Others enter -0-) 3 Add lines 1 and 2 4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only Others enter -0-) 5 Tax based on investment income Subtract line 4 ham line 3 If zero or less, enter -0- 6 Credits/Payments a 2002 estimated tax payments and 2001 overpayment credited to 2002 6 b Exempt foreign organizations - tax withheld at source 6 e Tax paid with application for extension of time to file (Form 8868) 6 d Backup withholding erroneously withheld 6 7 Total cretins and payments Add lines 6a through 6d 8 Enter any penalty for underpayment of estimated tax Check here 0 d Farm 2220 is attached 9 Tax due If the total of lines 5 and 8 is more than line 7, enter amount owed 10 Overpayment II line 7 is more than the total of lines 5 and B, enter the amount overpaid 1a During the tax year, did the organization attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign? b Did it spend mare than $100 during the year (either directly or indirectly) for political purposes (see instructions far definition)? I/ the answer is 'Yes' to t& or 1b, attach a detailed description o1 the activities and copies of any materials published or distnbuted by the organization m connection with the activities e Did the organization file Form 1120-POL for this year d Enter the amount (d any) of tax on political expenditures (section 4955) imposed during the year (1) On the organization 1 $ 0 .